Installation - QlikPreSalesDACH/Qlik-Sense-Agent GitHub Wiki

Requirements:

General

  • Qlik Sense June 2017
  • Governed Metrics Service 2.0.5
  • Node.js 6.11.0

Frontend (Mashup)


Unpack the package:

Installation

This sections describes how to install physically all necessary project files from the zip package to your local drive using npm (node package manager).

  1. After downloading the project please extract the content of the zip package to a dedicated folder on your harddisk (e.g. C.\node\QSA).

  2. Run command line prompt (cmd) as an administrator and navigate to your dedicated folder.

  3. Run "npm install" npm will install all required packages in the folder node_modules npm install

  4. All files are stored now.


App

The app will gather all necessary metadata from your BI environment. The app is stored under "bin/QSA - Metadata App NOV 2017.qvf". (Please import the app which matches to your Qlik Sense Version)

  1. Import the application into your Qlik Sense QMC.
  2. Open the imported application through the Qlik Sense HUB.
  3. In order to gather all information from your Qlik Sense Enterprise System you need to create a Dataconnection for the Qlik PostgreSQL Database. npm install
  4. Test the connection. If it is possible to connect to the database successfully insert the connection-string, comment/delete the old connection-string and reload the application.
  5. Create a new folder-dataconnection to your binary-app-folder. Create a security-rule to ensure that other users can read from this dataconnection. The binary-app-folder is part of your "shared persistence". You can find the path to this folder in your QMC under "Service cluster" App-folder

QSA Backend

  1. Import qsalogin.html into the "content library" named "Default" in QMC on your PROD system. npm install

  2. Add a Host white list entry to the whitelist of your virtual proxy. It needs to include the your port (eg. localhost:8589). npm install

  3. Now we need to import the certificates to ensure that during the Self-Service dialogue a new app gets created on a Qlik Sense System.

    1. Important: You need to use the certificates from the environment where you like to create the new applications on (Single- Node Installation: PROD; Multi- Node Installation: SANDBOX)
    2. Open the folder called certs
    3. Rename the folder hostname to the hostname of the destination-server where you want to create the new applications on.
    4. Pick your client.pem and your client_key.pem from your destination-server (Default path: C:\ProgramData\Qlik\Sense\Repository\Exported Certificates\ .Local Certificates) an copy them into the folder you have renamed in step 2.3. result
  4. Now it's time to set the parameters for your environment in the config files You need to modify 3 files in the QSAFolder.

  • /config/config.js: This file sets parameters related to the backend. config.js

    • sandbox.hostname - enter the hostname of your sandbox-maschine (if you are running a singel deployment insert the hostname of your PROD maschine)
    • sandbox.url - add the sandbox.hostname into the url (remove "<>")
    • sandbox.dataconnection - insert the name of your binary-app-folder dataconnection (configuration app point 5)
  • /app/config.json: This file sets parameters related to the mashup. config.json

    • general.appid - ID of the imported QSA - Metadata App.qvf App
    • source.host - hostname of your PROD system
    • source.url - url to open your app in Qlik Sense
    • gms.cpname - Name of the CustomProperty you are using within Governed Metrics Service. By default this is "ManagedMasterItems". We highly recommend to keep the default name.
    • gms.usage - In case you don't like to work with Governed Metrics Service set the parameter to "false".
  • /app/index.html: This files requires some ressources from your Qlik Sense System (require.js) index.html Please exchange "< hostname >" with the name of your Qlik Sense PROD System.


Configure Usecases

As you might have noticed some apps within the QSA have a certified ribbon on the left upper corner or some apps have the possibility to run the self-service process and others not. certified ribbonself-service This functionality get's managed through Tags in the QMC of the Qlik Sense PROD system.

  1. At first you need to create 2 new Tags within the QMC
    • Certified
    • SelfService
  2. Now tag your applications in the apps section of the QMC.
    • Once your application has a "Certified" Tag in the QMC it will appear within QSA with a "CERTIFIED ribbon"
    • If an application has the Tag "SelfService" you can start the Self-Service process for this particular application.

! Please keep in mind to reload your application before the Tag impacts the behaviour in QSA. !

In order to run "Request Access" you need to embed your own requestion function. To do so go to the file ./app/sense-search-components/build/sense-search.js.

Request Access


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